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Sustainable Insight Capital Management’s M&T Bank MTB Stock Holding History

Sustainable Insight Capital Management’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,200
Closed -$3.24M – 84
2024
Q3 		$3.24M Buy
+18,200
New +$3.02M 1.47% 26
2022
Q4 		– Sell
-4,400
Closed -$776K – 114
2022
Q3 		$776K Buy
+4,400
New +$779K 0.91% 33

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Sustainable Insight Capital Management's MTB Position: Q4 2024 in Review

Sustainable Insight Capital Management sold out of M&T Bank (MTB) in Q4 2024, closing a stake of 18,200 shares — an estimated $3.24M sold.

Sustainable Insight Capital Management first reported a position in MTB in Q3 2022 and held it in 2 quarters. The position peaked at $3.24M in Q3 2024. 1,045 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

  • Sustainable Insight Capital Management reported no remaining M&T Bank position as of Q4 2024 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 18,200 M&T Bank shares in Q4 2024, an estimated $3.24M.
  • Sustainable Insight Capital Management first reported a position in M&T Bank in Q3 2022 and held it in 2 quarters.
  • Sustainable Insight Capital Management's M&T Bank position peaked at $3.24M in Q3 2024.
  • 1,045 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on Sustainable Insight Capital Management's 13F filing for Q4 2024, filed 21 Jan 2025.